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Todd Alan Lensman

FO INVESTMENTS, LLC·CANTON, Ohio
SIE, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredFO INVESTMENTS, LLC
4571 STEPHEN CIRCLE, N.W. SUITE 200, CANTON, OH 44718CRD# 4610236Firm CRD# 122479

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Alan Lensman · CANTON, OH
Registration
CRD #4610236 · FO INVESTMENTS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

FO INVESTMENTS, LLC
Jan 2003 – present
BELLEN & ASSOCIATES, LLC
Jan 2003 – Dec 2003
NORTH CANTON, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 13, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FO INVESTMENTS, LLC
CRD 122479 · SEC 801-64199
AUM
$48M
Regulatory assets under management
Employees
6
77 client accounts
Services offered by FO INVESTMENTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FO INVESTMENTS, LLC →
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05

Frequently Asked Questions

What services does Todd Alan Lensman offer?
Todd Alan Lensman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANTON, Ohio for a consultation.
What are Todd Alan Lensman's credentials?
Todd Alan Lensman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Alan Lensman located?
Todd Alan Lensman is based in CANTON, Ohio, working with FO INVESTMENTS, LLC. Their office serves clients in the CANTON metropolitan area and surrounding communities.
How does Todd Alan Lensman charge for services?
Todd Alan Lensman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FO INVESTMENTS, LLC?
FO INVESTMENTS, LLC has approximately 6 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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